Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

This year’s program is featuring a vastly expanded roster of content, shifting from three tracks to eight, and covering a wide variety of new topics that have become pressing issues in digital wealth management in the past year. If you have a case study to share on one of the following topics, please apply to speak.

If you are looking to create long-term strategic partnerships, you can't afford not to be part of this event. Our team will help you customize your sponsorship package based on your needs, allowing you to convey your unique message to this highly targeted audience and identify and forge strategic partnerships mutually beneficial for long-term business goals.

Ready to showcase your solution to the entire audience in a rapid-pace live demo? We’re looking for exciting and proven technology companies with innovative or comprehensive solutions executives at banks and credit unions, to give fast-paced demos to attendees.

In|Vest: Innovations in Investing, Saving & Advice

Mona El Isa is a former star-trader at Goldman Sachs, promoted to Vice President by the age of 26 and made the “top 30 under 30” list in Trader Magazine in 2008 and Forbes Magazine in 2011 after profitably trading the 2008 and 2011 crashes. After that, she moved to Geneva-based macro fund Jabre Capital in 2011, before deciding in 2014 that the future of finance lay in blockchain technology. She studied Economics & Statistics at the University College London.